Check the distribution of lifetime savings, customized for age, income, expense, and asset allocation.
Calculate how much you need to save monthly to attain the goal, and how much you can withdraw then.
Decide to save in pre-tax account (401k or IRA) or after-tax account (Roth IRA or trading account).
Check your conditional life expectancy given you age, lifestyle, and health profile.
Calculate the bond price, yield, duration, and interest rate risks.
Calculate the stock fair value, evaluate price sensitivity, and avoid overvalued stocks.
Review full investment risks, including equity, interest rate, credit risk, and various holding-period risk.
Margin loan calculator. The return and risk of margin investing. What to consider before using margin loan.
Financial advisor fee calculator & comparison. Impact of investment management fees & yield on retirement.
Calculate mortgage payment of different loan feature, decide to buy or rent, check the affordability.
Calculate refinance benefit for the lower loan rate, and calculate the embedded rate of cash out.
Calculate the cost and benefit of buying or renting a house.
Calculate the cost & benefit, to see whether to sell the house, paying rent, or keep the house, saving rent.
Calculate auto loan payment. Compare different loan offered and all cash payment.
Compare the cost and benefit of auto loan vs auto lease.
Electric vs. Gas Cars. Full comparison of cost, benefit, fuel, incentive & depreciation considered.
Calculate the payment of a personal, student, or business loan.
Calculate the payment of new loan, cost and benefit of refinance after fee.
Calculate the saving of each debt-payoff option. Which one is better? Should I make any extra repayment?
Provide the best customized selection of credit cards based on your spending.
See how to receive the most monetary rewards from your spending by using gift cards.
Evaluate the financials of your dream project, such as college, graduate school, or entrepreneur.
Calculate the total cost to raise a child from a list of expenses, adjusted with inflation and customized growth.
Create daily budget for your next itinerary in one efficient template. Easy to check and follow through.
Calculate your hourly pay by considering PTO, holidays, and daily working hours.